How do I set up an online/client agreement?

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A client agreement is a crucial document for your credit repair business. This document must be signed by your clients upon signing up for your credit repair service. The client agreement document is an exchange of obligations as well as an identification of terms and conditions surrounding those obligations. Importantly, agreements also address what will happen if someone does not fulfill their obligations. In this article, we’ll cover where and how to create a client agreement and other options related to this process.

 

In this article, you will learn about:

 

To start, make sure to have the following:

 

Where can I create a new client agreement?

  1. Log in to your Credit Repair Cloud account

  2. Click on My Company at the top or go to https://app.creditrepaircloud.com/mycompany

    My company tab

  3. Click on Client Agreement

    Client agreement button

    You will find the full list of client agreements here: 

    List of client agreements

 

How do I edit the text in a client agreement?

Once you are in the Client Agreement section within the My Company tab, follow the steps below to locate and edit the content of a client agreement.

  1. Click on the agreement’s name or the pencil icon

    Edit the agreement

  2. Scroll through the document’s text and edit as needed

  3. Select whether the agreement will be the default agreement or not

    Default agreement option

  4. Click on Submit to save changes

 

How do I create a new client agreement?

By creating additional agreements, you are able to offer different pricing plans to your clients.

Once you are in the Client Agreement section within the My Company tab, follow the steps below to create a new agreement and add the default text to it.

  1. Click on Add New Agreement

    Add new agreement button


  2. Enter an Agreement name

    Agreement name field

  3. (Optional, please read the Disclaimer below) Click on Add Original Default Agreement text

    Our client agreement tool will automatically merge your client and company details with no editing needed. We’ve made it easy for you so you don’t have to worry about the content (i.e. terms and conditions) of this document by creating a default agreement text that you can use as a starting point. Please read the Disclaimer below.

    Add original default agreement text button

  4. Edit and modify the text in any way you need

  5. Select whether the agreement will be the default agreement or not

    Default agreement option

  6. Click on Submit to save changes

      Disclaimer

    We have provided the default text for your client agreement as a starting point. It covers the basic elements required under the Credit Repair Organizations Act. You should edit and modify it any way you like, fill in the placeholders with your own information, and add your pricing, terms, etc. Be sure to add in any extra disclosures and requirements that may be required for your specific state. You can research the various rules and regulations for all US states here www.creditrepaircloud.com/all-states. You can also review your agreement with your attorney or state regulator for feedback. Seeking legal advice from an attorney in your state is always recommended. The information here is for educational and informational purposes only. It does not constitute legal advice, nor does it substitute for legal advice. Persons seeking legal advice should consult with legal counsel familiar with their particular situation as laws vary.

     

What are the available client agreement options?

There are three options available when setting up online client agreements.

  • Do not use an online agreement for new clients with portal access

    When selecting this option, your clients won’t see the online agreement during their onboarding process. In said case, you would need to manage the client agreement process using your own methods.

  • Use my default client agreement below for all new clients with portal

    Selecting this option will show your default agreement to all your new clients when they access their client portal.

  • Use different agreements for all the clients with portal

    Select this option if you want to have different client agreements to offer. When choosing this option, you will need to select the agreement for all new clients when enabling their portal access.

    Client agreement options

 

What you can do now:

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